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The Internal Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.
The Internal Specialist shall handle inbound requests for assistance and will also conduct proactive outbound sales calls to the Firm's Financial Advisors to help drive sales growth in their respective assigned territories. Conversations will primarily be focused on implementation ideas, investment proposal generation and portfolio construction. ,
The Internal Specialist shall partner with their Investment Advisory Specialists and other LOB specialists to achieve business results for their assigned territory. Internal Specialists are expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.
2 years sales experience
Bachelor's degree required
1 – 2 years' experience in financial services industry preferred
Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date
Knowledge of professionally managed investment products and/or wealth management business preferred
Knowledge of all ML product websites, hypothetical/illustration tools, literature preferred
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills required
Be flexible and adaptable
Self-motivated, positive attitude and high energy are a must
Must display a passion for achieving aggressive goals in innovative and highly professional ways
**** Internal Specialists are expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective ****
1st shift (United States of America)
Hours Per Week:
Referral Bonus Amount:
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue their goals by uncovering client concerns and priorities and helping them develop portfolios that align with what they want to achieve, including planning for retirement, ...